Setup Win-Back Email | TargetBay Support

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Common questions and support documentation

How To Setup Win-Back Email?

By pairing the Win-Back email with a small incentive, you can get your lost customers back. Build customer loyalty and improve transaction rate with Win-Back emails.

To send Win-Back Emails —

  1. Log into TargetBay’s dashboard by entering the right credentials
  2. Now click ‘Email’ on the left-side menu.
  3. Setup Win-Back Email

  4. Under ‘Email’, there are two options: ‘Templates’ and ‘Email triggers’. Click ‘Email triggers’.
  5. Click ‘Create Trigger’.
    Create Trigger
  6. Choose ‘Win-Back Emails’ and click ‘Next’ located at the bottom-right corner.
    Win-Back Emails
  7. Create an email trigger name and select the subscribers. Then, choose a start end date. Click ‘Next’.
    Select The Subscribers
  8. In Basic Details’ section, create a name for the workflow and select the user type. Select the date from which the Win-Back email trigger should be sent to the customer. It is recommended not to choose an end date for Win-Back email triggers.
  9. Select the condition as ‘Days since last visited’. Then, choose the number of days (Eg: 90) for ‘Days since last’, if applicable.
    Days Since Last Visited
  10. Select the template that you have created already and choose Save, Save & Close or Publish.
    Save & Close
    • ‘Save’ option will save the workflow and remain in same screen.
    • ‘Save & Close’ option will save the workflow and move to list page.
    • ‘Publish’ will publish the workflow and move to list page.
  11. Once done, go back to ‘Email Triggers’ section and check the created Win-Back trigger.
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